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iShares iBonds Dec 2029 Term Corporate ETF

306 hedge funds and large institutions have $2.11B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 164 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

183% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 58

10% more funds holding

Funds holding: 279306 (+27)

6% more capital invested

Capital invested by funds: $1.98B → $2.11B (+$129M)

0.09% less ownership

Funds ownership: 78.8%78.7% (-0.09%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
306
Holders Change
+27
Holders Change %
+9.68%
% of All Funds
4.03%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
41
Increased
164
Reduced
58
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFIC
151
First Fiduciary Investment Counsel
Ohio
$1.19M +$188K +8,130 +19%
CF
152
Cyr Financial
Illinois
$1.16M +$898K +38,941 +364%
LHC
153
Little House Capital
Massachusetts
$1.16M -$5.24K -227 -0.5%
BAM
154
Beaumont Asset Management
Texas
$1.14M +$98.2K +4,259 +10%
CL
155
COWA LLC
Oklahoma
$1.12M -$51.8K -2,247 -4%
JAG
156
Journey Advisory Group
Kentucky
$1.1M
GWCM
157
Godshalk Welsh Capital Management
Pennsylvania
$1.07M +$513K +22,250 +94%
GHA
158
Granite Harbor Advisors
Texas
$1.02M +$656K +28,441 +186%
RBC
159
Roble Belko & Company
Pennsylvania
$990K
BSSFA
160
Baron Silver Stevens Financial Advisors
Florida
$976K +$965K +41,824 New
BSAM
161
Blue Square Asset Management
New York
$968K +$4.15K +180 +0.4%
OC
162
Oppenheimer & Co
New York
$961K +$26K +1,127 +3%
FNB
163
Farmers National Bank
Kentucky
$947K +$7.4K +321 +0.8%
BONH
164
Bank of New Hampshire
New Hampshire
$929K +$149K +6,450 +19%
MSWM
165
McGlone Suttner Wealth Management
Wisconsin
$920K +$152K +6,601 +20%
RWP
166
Reliant Wealth Planning
Kentucky
$900K +$101K +4,383 +13%
LIM
167
Leavell Investment Management
Alabama
$894K +$266K +11,542 +43%
IWC
168
Integrated Wealth Concepts
Massachusetts
$894K -$55.7K -2,414 -6%
TWC
169
TD Waterhouse Canada
Ontario, Canada
$863K +$133K +5,747 +18%
GCG
170
Gilbert Capital Group
Maine
$859K +$849K +36,823 New
MAS
171
Madden Advisory Services
Florida
$846K +$104K +4,499 +14%
RCA
172
Resonant Capital Advisors
Wisconsin
$838K +$365K +15,835 +79%
AWM
173
Alterna Wealth Management
Texas
$805K +$485K +21,026 +156%
FFG
174
Foundry Financial Group
New Hampshire
$803K -$108K -4,674 -12%
GI
175
GAMMA Investing
California
$790K +$781K +33,844 New

IBDU Hedge Fund Activity: Q2 2025 in Review

306 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q2 2025, worth a combined $2.11B — up 6.5% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IBDU positions and 8 closed out — a net gain of 33 holders — while 164 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.9M. The largest seller was Ameriprise, cutting an estimated $20.1M.

  • 306 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q2 2025, up from 279 in Q1 2025.
  • Funds reported $2.11B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 41 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q2 2025 and 8 closed out, a net change of +33 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q2 2025 was Morgan Stanley, an estimated $9.9M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q2 2025 was Ameriprise, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2025.